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Tokenization is no longer theory - it’s policy. Shaaran 🛸 makes a compelling point: banks are sitting on trillions in treasuries, and now it’s legal to tokenize and move them on-chain. But don’t expect yield. That’s not the unlock. The real benefit? Speed, access, and efficiency. Stablecoins are the...

15,238 просмотров • 7 месяцев назад •via X (Twitter)

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Good afternoon, everyone. It was an honor to meet everyone and talk with you at MSTR True North World — among friends, pioneers, skeptics, and the quietly curious. Since January of 2021, I’ve been studying Bitcoin. And over the last 6 months, I’ve spent more than 121 hours interviewing executives, analysts, allocators, CFOs, board members, and everyday Bitcoiners across New York, Miami, Boston, Paris and beyond. I’ve sat in boardrooms and basements, on stages and at poolside bars. I’ve heard ideas sharpened by experience — and caution shaped by capital risk. And what I’ve come away with is simple: Bitcoin treasuries are no longer theory. They are becoming practice. Quietly, strategically, and at the edges of the legacy system. I've come away with three lessons. Lesson 1: No one’s asking “why” anymore—they’re asking “how.” The shift is subtle, but it’s everywhere. In 2021, the question was: Why would we hold Bitcoin on a corporate balance sheet? In 2023, it became: What are the risks? How do we explain this to auditors and boards? Now in 2025, it’s: What’s our timing strategy? What percentage makes sense? Which vendors do we engage with for custody and beyond? Lesson 2: The conversation isn’t just financial—it’s philosophical. This isn’t just about a hedge—it’s about preparing for a world that feels less anchored. Bitcoin represents something beyond volatility charts. It’s about opt-out optionality. It’s about control. That’s why it’s attractive to sovereigns, startups, and mid-market CEOs alike. Lesson 3: Geography matters—but mindset matters more. In El Salvador, Bitcoin is infrastructure. In Paris, it’s a hedge against monetary orthodoxy. In New York, it’s a bet on innovation. But everywhere I go, the common thread isn’t politics or price—it’s resilience. The smartest people in capital markets today are quietly exploring how Bitcoin can help them withstand turbulence — not chase returns. The world is shifting beneath our feet. Inflation targets are guesses. Debt ceilings are flexible. Global trust in fiat systems is fraying. And in that context, Bitcoin isn’t just a tech play — it’s a strategic reserve choice. The positioning has shifted. We’re no longer betting on Bitcoin. We’re acknowledging it. That’s the future we’re walking into — not maximalist or minimalist, but realist. Realists are saying: “Let’s not put 100% of our reserves into this—but let’s not ignore it either.” They’re adding 1%, 2%, 3%—quietly. And what that means is: the next chapter of adoption won’t necessarily be loud. It’ll be layered into spreadsheets, policies, and quarterly risk disclosures. But none of this happens in a vacuum. Bitcoin isn’t just about bytes and blocks — it’s about people. The community I’ve met through these 121 hours—analysts, entrepreneurs, regulators, CFOs—they all have something in common: They’ve had the conversation. They’ve questioned the system. They’ve reached for something sturdier, even when it felt risky. In that way, Bitcoin treasuries aren’t just about capital reserves. They’re about emotional reserves. About saying: “We want to build something we believe in—even if it’s hard to explain on CNBC.” So what’s next? We’re entering a phase where Bitcoin will coexist with the legacy system—not replace it overnight. Treasuries won’t go all in. But they’ll lean in. They’ll study, they’ll test, and eventually, they’ll move. And as that happens, it won’t be a parade. It’ll be a process. So my invitation to you—whether you’re a Bitcoiner, a builder, a skeptic, or a steward of capital — is this: Keep having the conversation. Keep asking “how.” And most importantly—stay connected to the people who are asking questions of you. Because at the intersection of code and community, we’re building the next generation of financial truth. Thank you. Let’s keep going.

Tim Kotzman

30,181 просмотров • 1 год назад

DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember

MR SHIFT 🦁

63,623 просмотров • 7 месяцев назад

🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW Treasury yields just surged from 3.9% to 4.3% in MINUTES. Then it happened again. And again. THREE TIMES IN A ROW. The U.S. bond market is collapsing in real time. And that’s not random... Someone is dumping MASSIVE amounts of U.S. Treasuries onto the market. And here’s what matters: When bonds get dumped, yields explode higher. That’s how the bond market works. Which means whoever sold didn’t care about getting the best price. They wanted OUT immediately. That’s the signal. And most people don’t understand how serious that is. The Treasury market is the foundation of the entire financial system. It’s where central banks park reserves. It’s where foreign governments store capital. It’s where the largest institutions on earth hide liquidity. Retail does NOT move the 2yr yield like this. Not even close. This was institutional size. The kind of size that forces the market to react. And that creates one question: Who is exiting? A foreign government reducing exposure. A forced liquidation. A systemic event behind the scenes. One thing is certain: This was NOT normal. And markets always reveal the truth before headlines do. That’s why this week matters. Because when bonds move first… Everything else follows. → Stocks → Currencies → Risk assets → Bitcoin and crypto All of it. The market is sending a message. And ignoring it will be expensive. Watch closely. The next major move is already starting. Follow and turn notifications on before it's too late. You do NOT want to miss what happens next.

0xNobler

49,831 просмотров • 1 месяц назад

Alberta just opened the door to separation—and we’re done getting screwed Let me (Sheila Gunn Reid) be clear: This isn’t a meme. It’s not wishful thinking. This is a legal path to independence. And it just became achievable. Mark Carney is Prime Minister. Ontario, Quebec, and Atlantic Canada handed him a majority. The West? Irrelevant again. We’ve been here before—forced into policies we didn’t vote for, led by a man we didn’t elect, governed by people who think Alberta exists to be taxed, scolded, and shut down. But this time, Alberta did something different. Because the very next day, Danielle Smith’s government introduced a bill that could change everything. Buried in Alberta's Election Statutes Amendment Act, 2025 is a change that makes it possible—finally—for regular Albertans to trigger a binding referendum on separation. The Citizen Initiative Act has been in the books for years. But it was a fraud. It required 600,000 signatures in 90 days—20% of all eligible voters. That’s not a citizen petition. That’s a brick wall. But now? Smith’s government just cut the threshold in half, and changed the calculation to 10% of voters from the last election. According to constitutional lawyer Keith Wilson, that’s fewer than 200,000 signatures. Let me be clear: This isn’t a meme. It’s not wishful thinking. This is a legal path to independence. And it just became achievable. This isn’t about bluster—it’s about options. It’s about leverage. It’s about Alberta saying: we’re done getting screwed. And that’s why we’re launching It’s where you can support fair-minded journalism on Western alienation and the growing push for real autonomy—or even independence. It’s where you’ll find honest reporting that the Laurentian press won’t touch. It’s where you can say: we’ve had enough. We’re not here to blow smoke. We’re here to tell the truth. Because the next time Ottawa tries to grab our guns, kill our industries, or ram through their globalist vision—we’ll remind them of one number: 177,000. That’s all it takes now. And the West? We’re done getting screwed. And we are not going to tell people who want out, 1/3 in the West, to shut up. They are not fringe, not radical. They are bigger than those who vote for the NDP and Carney in the West. And you ignore them at your peril. Go to to learn more, buy your Western First merch and support our journalism.

Rebel News

167,030 просмотров • 1 год назад